WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2013

View the entire original 990 at ProPublica ↗

Organization: WOLFORT FAMILY FOUNDATION (EIN 20-3886434)
Tax period: 2013-01-01 to 2013-12-31
Filed: 2014-11-13
IRS object ID: 201403179349101305
Schema version: 2013v3.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Depreciation Schedule
Investments Corp Bonds Schedule
Investments Corp Stock Schedule
Investments Land Schedule2
Investments Other Schedule2
Other Decreases Schedule
Other Expenses Schedule
Other Income Schedule2
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2014-11-13T13:57:04-06:00	ReturnTs
Tax Period End	2013-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	341945695	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SS&G INC	BusinessNameLine1

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	301 SPRINGSIDE DRIVE	AddressLine1
City	AKRON	City
State	OH	State
ZIP Code	443332434	ZIPCode

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2013-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	203886434	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WOLFORT FAMILY FOUNDATION	BusinessNameLine1

Field	Value	IRS element (for citing)
Business Name Control	WOLF	BusinessNameControlTxt
Phone	2167363357	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	70 RIDGECREEK TRAIL	AddressLine1
City	MORELAND HILLS	City
State	OH	State
ZIP Code	44022	ZIPCode

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	DAVID A WOLFORT	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	2167363357	PhoneNum
Signature	2014-11-05	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT LITTMAN	PreparerPersonNm
PTIN	P00058079	PTIN
Phone	3306689696	PhoneNum
Preparation	2014-11-05	PreparationDt

Field	Value	IRS element (for citing)
Tax	2013	TaxYr
Build TS	2015-12-30 17:16:21Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$746,904	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$250,560	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$19,001	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$18,999	DividendsNetInvstIncmAmt
Gross Rents Rev And Expnss	$10,200	GrossRentsRevAndExpnssAmt
Gross Rents Net Invst Incm	$10,200	GrossRentsNetInvstIncmAmt
Net Rental Income Or Loss	$5,017	NetRentalIncomeOrLossAmt
Net Gain Sale Ast Rev And Expnss	$20,190	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$436,979	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$20,190	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$250	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$250	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$300,201	TotalRevAndExpnssAmt
Total Net Invst Incm	$49,639	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$699	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$699	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$1,000	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$1,000	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$1,880	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$1,880	DeprecAndDpltnNetInvstIncmAmt
Occupancy Rev And Expnss	$3,303	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$3,303	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$0	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$364	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$164	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$0	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$7,246	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$7,046	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$104,395	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$104,395	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$111,641	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$7,046	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$104,395	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$188,560	ExcessRevenueOverExpensesAmt
Net Investment Income	$42,593	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$44,197	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$388,265	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$388,265	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$403,049	CorporateStockBOYAmt
Corporate Stock EOY	$258,597	CorporateStockEOYAmt
Corporate Stock EOYFMV	$261,990	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$49,088	CorporateBondsBOYAmt
Corporate Bonds EOY	$49,088	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$34,913	CorporateBondsEOYFMVAmt
Invst Land Cost Or Other Basis	$63,000	InvstLandCostOrOtherBasisAmt
Invst Land Accum Depreciation	$3,212	InvstLandAccumDepreciationAmt
Land Bldg Investments BOY	$61,668	LandBldgInvestmentsBOYAmt
Land Bldg Investments EOY	$59,788	LandBldgInvestmentsEOYAmt
Land Bldg Investments EOYFMV	$59,788	LandBldgInvestmentsEOYFMVAmt
Other Investments BOY	$2,984	OtherInvestmentsBOYAmt
Other Investments EOY	$1,948	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$1,948	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$560,986	TotalAssetsBOYAmt
Total Assets EOY	$757,686	TotalAssetsEOYAmt
Total Assets EOYFMV	$746,904	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$560,986	RetainedEarningBOYAmt
Retained Earning EOY	$757,686	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$560,986	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$757,686	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$560,986	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$757,686	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$560,986	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$188,560	ExcessRevenueOverExpensesAmt
Other Increases	$8,316	OtherIncreasesAmt
Subtotal	$757,862	SubtotalAmt
Other Decreases	$176	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$757,686	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
4,612.546 SHS DIVIDEND PLUS INCOME INSTL CLASS	P	2012-04-18	2013-06-24	$49,657	$49,287	$370	$370
1,367.366 SHS DIVIDEND PLUS INCOME INSTL CLASS	P	2012-04-18	2013-08-20	$14,994	$14,611	$383	$383
13,000.000 SHS OLYMPIC STEEL INC, ZEU	P	2011-12-06	2013-12-27	$372,029	$352,600	$19,429	$19,429
MAI STRATEGIC EQUITY ALLOCATION MASTER FUND	P	2012-01-01	2013-12-31		$291	-$291	-$291
CAPITAL GAINS DIVIDENDS	P			$299		$299	$299

Field	Value	IRS element (for citing)
Capital Gain Net Income	$20,190	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$116,273	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$429,182	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.270918	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$90,639	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$260,439	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.348024	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$71,998	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$483,709	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.148846	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$91,061	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$458,889	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.198438	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$67,373	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$938,027	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.071824	DistributionYr5Rt
Total Distribution	1.038050	TotalDistributionRt
Average Distribution	0.207610	AverageDistributionRt
Net Vl Noncharitable Assets	$440,790	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$91,512	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$426	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$91,938	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$104,395	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$426	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$426	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$426	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$1,222	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$1,222	TotalPaymentsAndCreditsAmt
Overpayment	$796	OverpaymentAmt
Applied To ES Tax	$796	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	OH	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	DAVID A WOLFORT	BusinessNameLine1

Field	Value	IRS element (for citing)
Phone	2167363357	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	70 RIDGECREEK TRAIL	AddressLine1
City	MORELAND HILLS	City
State	OH	State
ZIP Code	44022	ZIPCode

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Address Line1USAddress/AddressLine1	CityUSAddress/City	StateUSAddress/State	ZIP CodeUSAddress/ZIPCode	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
BARBARA V WOLFORT
70 RIDGECREEK TRAIL	MORELAND HILLS	OH	44022	DIRECTOR/PRESIDENT	5.00	$0	$0	$0
DAVID A WOLFORT
70 RIDGECREEK TRAIL	MORELAND HILLS	OH	44022	DIRECTOR/SECRETARY/TREASUR	5.00	$0	$0	$0
JUSTIN A WOLFORT
70 RIDGECREEK TRAIL	MORELAND HILLS	OH	44022	DIRECTOR	1.00	$0	$0	$0
ANDREW F WOLFORT
70 RIDGECREEK TRAIL	MORELAND HILLS	OH	44022	DIRECTOR	1.00	$0	$0	$0
ERICA R WOLFORT
70 RIDGECREEK TRAIL	MORELAND HILLS	OH	44022	DIRECTOR	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$408,507	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$38,996	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$447,503	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$447,503	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,713	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$440,790	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$22,040	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$22,040	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$426	TaxBasedOnInvestmentIncomeAmt
Total Tax	$426	TotalTaxAmt
Distributable Before Adj	$21,614	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$21,614	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$21,614	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$104,395	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$104,395	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$426	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$103,969	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$21,614	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$21,528	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$22,709	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$48,017	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$77,769	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$95,218	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$265,241	TotalExcessDistributionCyovAmt
Qualifying Distributions	$104,395	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$21,614	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$82,781	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$348,022	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$21,528	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$326,494	ExcessDistriCyovToNextYrAmt
Excess From Year4	$22,709	ExcessFromYear4Amt
Excess From Year3	$48,017	ExcessFromYear3Amt
Excess From Year2	$77,769	ExcessFromYear2Amt
Excess From Year1	$95,218	ExcessFromYear1Amt
Excess From Current Year	$82,781	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	DAVID A WOLFORT	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	DAVID WOLFORT	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	70 RIDGECREEK TRAIL	AddressLine1
City	MORELAND HILLS	City
State	OH	State
ZIP Code	44022	ZIPCode

Field	Value	IRS element (for citing)
Recipient Phone	2167363357	RecipientPhoneNum
Form And Info And Materials	A LETTER DETAILING THE ORGANIZATION AND PURPOSE OF THE REQUEST.	FormAndInfoAndMaterialsTxt
Submission Deadlines	CURRENTLY THE ORGANIZATION DOES NOT HAVE A SUBMISSION DEADLINE.	SubmissionDeadlinesTxt
Restrictions On Awards	THE AWARDS MUST BE USED WITHIN THE UNITED STATES OF AMERICA OR ITS POSSESSIONS AND MUST BE USED FOR CHARITABLE, RELIGIOUS OR EDUCATIONAL PURPOSES.	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Address Line1RecipientUSAddress/AddressLine1	CityRecipientUSAddress/City	StateRecipientUSAddress/State	ZIP CodeRecipientUSAddress/ZIPCode	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line2RecipientUSAddress/AddressLine2
ALZHEIMER'S ASSOCIATION NM CHAPTER
900 MONTGOMERY BOULEVARD NE STE 121	ALBUQUERQUE	NM	87111	NONE	501(C)(3)	GENERAL PURPOSE	$100
CHARGRIN FALLS MEALS ON WHEELS
PO BOX 23497	CHAGRIN FALLS	OH	44023	NONE	501(C)(3)	GENERAL PURPOSE	$100
CLEVELAND INTERNATIONAL PIANO COMPETITION
12200 FAIRHILL ROAD	CLEVELAND	OH	44120	NONE	501(C)(3)	GENERAL PURPOSE	$380
FRIENDS OF BREAKTHROUGH
1417 EAST 36TH STREET	CLEVELAND	OH	44114	NONE	501(C)(3)	GENERAL PURPOSE	$5,750
GEAUGA HUMANE SOCIETY
PO BOX 116	NOVELTY	OH	44072	NONE	501(C)(3)	GENERAL PURPOSE	$100
GEORGE MURRAY FOP LODGE
4350 SOM CENTER ROAD	MORELAND HILLS	OH	44022	NONE	501(C)(3)	GENERAL PURPOSE	$350
JEWISH FEDERATION OF CLEVELAND
MANDEL BLDG 25701 SCIENCE PARK	CLEVELAND	OH	44122	NONE	501(C)(3)	GENERAL PURPOSE	$20,000	DRIVE
JEWISH NATIONAL FUND
42 E 69TH STREET	NEW YORK	NY	100215093	NONE	501(C)(3)	GENERAL PURPOSE	$100
MORELAND HILLS POLICE & EMPLOYEE'S FOUNDATION
4350 SOM CENTER ROAD	MORELAND HILLS	OH	44022	NONE	501(C)(3)	GENERAL PURPOSE	$250
MULTIPLE MYELOMA RESEARCH FOUNDATION
383 MAIN AVENUE 5TH FLOOR	NORWALK	CT	06851	NONE	501(C)(3)	GENERAL PURPOSE	$5,000
MUTT MADD-NESS INC
PO BOX 71821	MARIETTA	GA	30007	NONE	501(C)(3)	GENERAL PURPOSE	$500
PLAYHOUSE SQUARE
1501 EUCLID AVENUE SUITE 200	CLEVELAND	OH	441152197	NONE	501(C)(3)	GENERAL PURPOSE	$1,200
THE CLEVELAND ORCHESTRA
SEVERENCE HALL 11001 EUCLID AVENUE	CLEVELAND	OH	44106	NONE	501(C)(3)	GENERAL PURPOSE	$65,000
THE LANDSKRONER FOUNDATION FOR CHILDREN
1360 WEST 9TH STREET SUITE 200	CLEVELAND	OH	44113	NONE	501(C)(3)	GENERAL PURPOSE	$150
THE SHUL
30799 PINETREE ROAD 401	PEPPER PIKE	OH	44124	NONE	501(C)(3)	GENERAL PURPOSE	$2,500
WOMEN'S COMMITTEE OF THE CLEVELAND ORCHESTRA
SEVERENCE HALL 11001 EUCLID AVENUE	CLEVELAND	OH	44106	NONE	501(C)(3)	GENERAL PURPOSE	$100
TIGER PREP
30 N MAIN STREET	CHAGRIN FALLS	OH	44022	NONE	501(C)(3)	GENERAL PURPOSE	$100
BARBARA JOYNER FOUNDATION
PO BOX 630495	IRVING	TX	75063	NONE	501(C)(3)	GENERAL PURPOSE	$100
BURGESS HOME HEALTH
450 PIKE ST SUITE I2	MARIETTA	OH	45750	NONE	501(C)(3)	GENERAL PURPOSE	$65
SHAKER YOUTH BASEBALL
2126 W 18TH ST	CLEVELAND	OH	44113	NONE	501(C)(3)	GENERAL PURPOSE	$750
SUB ZERO MISSION
PO BOX 532	PERRY	OH	44081	NONE	501(C)(3)	GENERAL PURPOSE	$100
NATIONAL RUNAWAY SAFELINE
3080 N LINCOLN AVE	CHICAGO	IL	60657	NONE	501(C)(3)	GENERAL PURPOSE	$1,200
BREAKTHROUGH SCHOOLS
10118 HAMPDEN AVE	CLEVELAND	OH	44108	NONE	501(C)(3)	GENERAL PURPOSE	$300
NORTHERN OHIO REGION BBYO
800 EIGHTH STREET NW	WASHINGTON	DC	20001	NONE	501(C)(3)	GENERAL PURPOSE	$100
EDUCATION FOUNDATION OF COLLIER COUNTY
3606 ENTERPRISE AVE	NAPLES	FL	34104	NONE	501(C)(3)	GENERAL PURPOSE	$100

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$104,395	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,001	ExclusionAmt

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

Field	Value	IRS element (for citing)
Business	532000	BusinessCd
Unrelated Business Taxbl Incm	$5,017	UnrelatedBusinessTaxblIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$250	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$20,190	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$5,017	UnrelatedBusinessTaxblIncmAmt
Exclusion	$39,441	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$44,458	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Contributor Person	DAVID WOLFORT	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	70 RIDGECREEK TRAIL	AddressLine1
City	MORELAND HILLS	City
State	OH	State
ZIP Code	44022	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	$250,560	TotalContributionsAmt
Noncash Contribution	Yes (X)	NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

Field	Value	IRS element (for citing)
Contributor	1	ContributorNum
Noncash Property	9,000 SHARES OF OLYPMIC STEEL INC. (ZEUS)	NoncashPropertyDesc
Fair Market Value	$250,560	FairMarketValueAmt
Received	2013-12-10	ReceivedDt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
BUILDING	2012-04-17	$51,700	$1,332	SL	27.500000000000	$1,880	$1,880
LAND	2012-04-17	$11,300		L		$0	$0

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Field	Value	IRS element (for citing)
Bond	CORPORATE BONDS	BondNm
EOY Book Value	$49,088	EOYBookValueAmt
EOYFMV	$34,913	EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCKS	StockNm
EOY Book Value	$258,597	EOYBookValueAmt
EOYFMV	$261,990	EOYFMVAmt

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
BUILDING	$51,700	$3,212	$48,488	$48,488
LAND	$11,300	$0	$11,300	$11,300

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Field	Value	IRS element (for citing)
Category Or Item	OTHER INVESTMENTS	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$1,948	BookValueAmt
EOYFMV	$1,948	EOYFMVAmt

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Description	PARTNERSHIP INCOME REPORTED ON RETURN NOT ON BOOKS	Description
Amount	$176	Amount

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
OHIO SECRETARY OF STATE	$200	$0	$0
MAI STRATEGIC EQUITY ALLOCATION MASTER FUND PORTFOLIO DEDUCTIONS	$164	$164	$0

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	MAI STRATEGIC EQUITY ALLOCATION MASTER FUND	Desc
Revenue And Expenses Per Books	$250	RevenueAndExpensesPerBooksAmt
Net Investment Income	$250	NetInvestmentIncomeAmt
Adjusted Net Income	$250	AdjustedNetIncomeAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

DescriptionDescription	AmountAmount
ADJUSTMENT FOR CHANGE IN MAI STRATEGIC EQUITY CAPITAL ACCOUNT	$1,036
UNREALIZED GAIN (LOSS)	$7,280

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$699	Amt
Net Investment Income	$699	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FEDERAL TAX PAYMENTS	CategoryTxt
Amt	$1,000	Amt
Net Investment Income	$1,000	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

WOLFORT FAMILY FOUNDATION: Form 990PF, tax year 2013

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Contributor US Address ContributorUSAddress

Non Cash Property Contribution NonCashPropertyContributionGrp

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (2 entries)

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Land Schedule2 InvestmentsLandSchedule2

Investment Land InvestmentLandGrp (2 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail (2 entries)

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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